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Migdal Insurance & Financial Holdings’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.6K Hold
3,080
– – ﹤0.01% 269
2026
Q1 		$76.3K Sell
3,080
-1,000
-25% -$25.1K ﹤0.01% 259
2025
Q4 		$103K Hold
4,080
– – ﹤0.01% 238
2025
Q3 		$103K Hold
4,080
– – ﹤0.01% 239
2025
Q2 		$102K Hold
4,080
– – ﹤0.01% 228
2025
Q1 		$101K Buy
+4,080
New +$101K ﹤0.01% 249

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UCON Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its First Trust Smith Unconstrained Bond ETF (UCON) position steady in Q2 2026 at 3,080 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Migdal Insurance & Financial Holdings first reported a position in UCON in Q1 2025 and has held it in 6 quarters since. The position peaked at $103K in Q4 2025. 270 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 3,080 shares of First Trust Smith Unconstrained Bond ETF worth $76.6K as of Q2 2026.
  • Migdal Insurance & Financial Holdings left its First Trust Smith Unconstrained Bond ETF share count unchanged in Q2 2026.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #269 holding.
  • Migdal Insurance & Financial Holdings first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Migdal Insurance & Financial Holdings's First Trust Smith Unconstrained Bond ETF position peaked at $103K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.